Market Review Slides – 4th Quarter 2023
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report concludes with a quarterly topic. To read more, click here.
2nd Quarter 2021 Market Commentary and Outlook
July 23, 2021 In May, Kevin Goulding, CFP® joined Elevation Wealth Partners based in our Santa Rosa office (which has moved to 3562 Round Barn Circle). Kevin is a veteran finance executive with more than 35 years’ experience in corporate and personal finance. He finds tremendous satisfaction in helping clients achieve their financial goals based […]
2nd Quarter and our 2021 Market Review
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1st Quarter and our 2021 Market Review
3rd Quarter 2020 Market Commentary and Outlook
3rd Quarter 2020 reports and other portfolio information are now available to view on the new Elevation Wealth Partners platform. If you haven’t already done so, please bookmark this page for future use. Once you access the portal, please click on your DOCUMENTS tab or to find your 3rd Quarter 2020 Report. You can also […]
Q3 2020 Quarterly Market Review Slides
This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report also illustrates the impact of globally diversified portfolios and features a quarterly topic. Please click […]
July 2020: 2nd Quarter Commentary and Outlook
We’re happy to welcome two new clients into the Elevation Wealth Partners family this quarter. Thank you to everyone who continues to share with friends and family how we’ve helped add clarity to your financial life and grow your net worth over the years. It’s an honor to serve you and we look forward to […]
April 2020: 1st Quarter Market Review and Financial Update
You’ve got this! It’s difficult to wrap our heads around what the world is experiencing right now and we all understand that the situation is fluid and ever-changing. However, with each passing day, we inch closer to a resolution . . . where new cases begin to decline and closer to a treatment or vaccine. […]
4th Quarter 2019 Market Review and 2020 Outlook
As we begin the New Year, on behalf of the entire Elevation Wealth Partners Team, I’d like to express our sincerest gratitude for the opportunity to serve you, your families, businesses, and employees. The trust you place in us to manage your hard-earned money and guide you on your financial journey inspires us every day […]
Happy Holidays From Elevation Wealth Partners, Are Free Trades Really Free? And More . . .
In this issue: Are free trades really free? Update on California Assembly Bill 211 (AB211) Happy Holidays from all of us at Elevation Wealth Partners. Wishing you health, happiness, and prosperity in 2020 and beyond In recognition of your confidence and support, we have invested in the following community organizations: Cancer Support Community of San Francisco […]
